⇄ Substitutions
Purchasing requests an ingredient swap; R&D, QA, and Factory each approve their step.
4 sections · ~4 min read
When ingredients change, this is the path
Sometimes Purchasing needs to swap an ingredient — supplier change, cost negotiation, allergen rework. The Substitution Request workflow runs the change through R&D, QA and Factory in sequence so nothing slips into production unverified.
Open Substitutions
Sidebar → Quality & Production → ⇄ Substitutions. The badge shows how many requests are open. List sorts by stage — pending requests on top.
📍 In RecipeHub: Substitutions page
Sequential approvals: R&D → QA → Factory
Once Purchasing files a request, it moves through three approval stages in order. Each role can only act on its own stage. R&D first (recipe impact), then QA (spec/safety impact), then Factory (line readiness). Any role can reject with a reason.
📍 In RecipeHub: Substitutions page
Role-specific notes
PURCHASING: You start here — file the request with the new supplier/code/cost.
NPD: Stage 1: confirm the swap doesn't break the recipe formulation.
QA: Stage 2: confirm allergen / micro / sensory implications.
FACTORY: Stage 3: confirm production can run with the new material.
After approval — wire it up
Once all three approve, R&D goes back to the affected recipes and updates the ingredient row. The substitution itself does not auto-rewire recipes — that step is manual on purpose so R&D can decide which recipes to migrate first.
📍 In RecipeHub: Substitutions page